MFS

MSI Financial Services Portfolio holdings

AUM $3.07B
1-Year Est. Return 10.22%
This Quarter Est. Return
1 Year Est. Return
+10.22%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$498M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,490
New
Increased
Reduced
Closed

Top Buys

1 +$11.7M
2 +$9.3M
3 +$8.77M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$7.39M
5
MO icon
Altria Group
MO
+$6.54M

Top Sells

No sells this quarter

Sector Composition

1 Technology 6.13%
2 Industrials 5.4%
3 Consumer Staples 5.38%
4 Energy 5.37%
5 Healthcare 4.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1951
$4K ﹤0.01%
+114
1952
$4K ﹤0.01%
+226
1953
$4K ﹤0.01%
+90
1954
$4K ﹤0.01%
+1,000
1955
$3K ﹤0.01%
+34
1956
$3K ﹤0.01%
+522
1957
$3K ﹤0.01%
+13
1958
$3K ﹤0.01%
+100
1959
$3K ﹤0.01%
+42
1960
$3K ﹤0.01%
+47
1961
$3K ﹤0.01%
+34
1962
$3K ﹤0.01%
+4
1963
$3K ﹤0.01%
+356
1964
$3K ﹤0.01%
+561
1965
$3K ﹤0.01%
+100
1966
$3K ﹤0.01%
+200
1967
$3K ﹤0.01%
+72
1968
$3K ﹤0.01%
+140
1969
$3K ﹤0.01%
+75
1970
$3K ﹤0.01%
+52
1971
$3K ﹤0.01%
+122
1972
$3K ﹤0.01%
+155
1973
$3K ﹤0.01%
+105
1974
$3K ﹤0.01%
+950
1975
$3K ﹤0.01%
+50